Bulk Actions in Reports


You’ll find in the Reports section a bulk actions bar that will allow you to update the information from the companies, leads, meetings, opportunities, activities, and tasks without needing to import the changes.

Click on Reports and select any of the objects mentioned before. In this example, we are going to work with companies.


dropdown reports.png

You'll see all the companies in the prospecting stage.

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One of the new features we offer you is the possibility of filtering the content you want to be displayed. If you click on the object’s name, a picklist will open with your lists.

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Finally, the new bulk actions will appear if you select one or several companies. These are:

  • Edit properties.
  • Assign.
  • Change status.
  • Edit Target Market.
  • Resync to your CRM.
  • Delete.

bulk reports.png

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